Michael Roush work email
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🔸 An energetic Learning & Development professional with over 18+ years of Financial Services industry experience. Michael brings a unique blend of sales leadership skills as a Credentialed Holistic Financial Coach®, a top-performing External Wholesaler and a qualifying MDRT Member. He thrives on strategically shaping, developing and deploying innovative training programs to drive organizational growth and performance.🔸 Leveraging his robust expertise in Financial Advisor training & development, sales coaching, presentations, digital marketing, and Fintech platforms, Michael designs and executes development tracks that not only yield measurable results but also align seamlessly with business objectives. His strategic vision has contributed to significant growth in key performance & growth indicators, reflecting a tangible impact on the financial services firms he has worked with. 🔸 A transformative sales leader and coach, Michael's approach to L&D is guided by his belief in the power of continuous learning and growth. He excels in creating and delivering exciting and engaging training programs. He strives to foster a sales culture of innovation and continuous improvement, crafting development solutions that address evolving industry trends and needs. 🔸 Outside of his professional pursuits, Michael enjoys nature and wildlife photography, exploring the world with his wife, playing guitar, reading science fiction and keeping up with the latest developments in technology and artificial intelligence.🔸 He lives by the philosophy that "excellence requires discipline and daily habits that compound over time" - a mantra that echoes in his dynamic approach to L&D leadership.
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National Advisor CoachEquitable Jan 2021 - Jan 2024New York, Ny, Us🔼 Spearheaded creation, development and facilitation of New Advisor curriculum leading to a significant increase in training effectiveness, adoption and engagement at a national and regional level🔼 Championing and deploying multiple learning and development initiatives across the enterprise and creating unique value-added advisor training programs aligned with organizational growth goals and KPIs🔼 Expanding and evolving our Wealth Management Training programs, resulting in improved advisor productivity, business development and retention -
Regional Training SpecialistCetera Financial Group Dec 2018 - Jan 2021San Diego , Ca, Us🔼 Delivered and executed financial advisor training programs and business development initiatives, enhancing advisors' productivity, competency and effectiveness🔼 Facilitated growth and performance improvement through practice management, digital marketing strategies and sales coaching, drove adoption of new and existing FinTech platforms nationwide🔼 Executed the deployment and implementation of new advisor training & development programs, fostering a culture of continuous learning, collaborated with top advisor teams to drive additional growth -
Regional Sales Vice President, Institutional DistributionPrudential Financial Jun 2014 - Sep 2017Newark, New Jersey, Us🔼 Generated average annual sales revenue of $750,000 - $1,000,000, consistently exceeding targets for my assigned territory and sales channels in California🔼 Marketed financial products via wirehouses, banks and BGAs, greatly expanding advisor client base and market reach🔼 Implemented targeted campaigns and tactical sales ideas for business development, nurtured strategic relationships throughout my territory to maximize revenue potential -
External WholesalerSaybrus Partners Jun 2013 - Jun 2014Hartford, Ct, Us🔼 Conducted multi-channel marketing of life insurance and long-term care products🔼 Developed advanced estate and business planning cases, providing sophisticated solutions to advisors and their clients🔼 Trained financial advisors to bring complex ideas to their clients in a simple and understandable way, enhancing their skills and revenue growth🔼 Delivered compelling sales presentations to clients and advisors, improving client acquisition and retention -
Private Client AdvisorJ.P. Morgan Aug 2011 - Jul 2013New York, Ny, Us🔼 Analyzed & organized data to create comprehensive financial plans in eMoney, providing insightful investment strategies to clients🔼 Grew annual gross revenues to over $350,000 in less than 2 years, consistently exceeding new revenue and asset growth targets🔼 Operated in a a client-facing role, building strong relationships and identifying and solving complex financial problems with innovative solutions and strategies -
Financial AdvisorNew York Life Insurance Company Dec 2005 - Aug 2011New York, New York, Us🔼 Achieved multiple year qualification for the Million Dollar Round Table (MDRT)🔼 Consistently qualified for New York Life Executive Council, demonstrating outstanding sales and leadership success🔼 Won “New Associate Life & Annuity Leader” in 2006 & 2007 and “New Associate of the Year” award in 2007, highlighting the ability to delivery exceptional results early in my career
Michael Roush Skills
Michael Roush Education Details
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Teachers College, Columbia University -
Colorado Mesa UniversityMarketing
Frequently Asked Questions about Michael Roush
What is Michael Roush's role at the current company?
Michael Roush's current role is Learning & Development Expert | Advisor Growth Coach | Top-Performing External Wholesaler | 18+ Years of Sales Training & Financial Services Experience.
What is Michael Roush's email address?
Michael Roush's email address is ro****@****ail.com
What schools did Michael Roush attend?
Michael Roush attended Teachers College, Columbia University, Colorado Mesa University.
What skills is Michael Roush known for?
Michael Roush has skills like Retirement Planning, Investments, Wealth Management, Mutual Funds, Life Insurance, Investment Strategies, Term Life Insurance, Financial Services, Marketing Strategy, Estate Planning, Marketing, Sales Process.
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